Portfolio Manager
Education
Bachelor of Kinesiology – McMaster University (1992)
Master of Science - McMaster University (1995)
Investment Advisor (2005)
Certified Investment Manager (2010)
As the Portfolio Manager, Arif works to research investment options, render investment advice and provide financial planning services to individuals and businesses. His goal is to help each client identify his/her desired balance of investment income, capital gains, and acceptable level of risk. He creates a unique portfolio for each client with individualized asset allocation through the use of stocks, bonds, mutual funds, real estate investment trusts, options, futures, notes, and insurance products.
Arif has acquired a wealth of knowledge and experience during his professional career in wealth management. Prior to joining Research Capital in the fall of 2013, Arif was a Portfolio Manager at other independent firms from 2005-2013 where he managed portfolios as part of a larger wealth management team overseeing $90 million of client assets and where he had the opportunity to develop his wealth management skills and client service focus while building a practice from the ground up.
Arif's foundation in strategic management stems from his 28 years of service with the Canadian Armed Forces. In fact, Arif rose quickly through the ranks as a Canadian Forces Reservist, attaining the rank of Lieutenant Colonel in 2003. His service in the Canadian Forces has included a six-year tenure as the Commanding Officer (CO) of the 25th Field Ambulance, based at Moss Park Armouries in downtown Toronto. As the CO of this Unit he was responsible for all training, career management, discipline, administration, logistics and operations for 150 soldiers under his command. At the same time Arif spent 2 years as the Canadian representative to a NATO Reserve Defence and Security committee where he worked with this international committee on many global strategic defence issues. In addition, from 2008-2010 Arif spent one and a half years at the Canadian Forces College teaching strategic military planning and operations to Canadian Forces senior officers and commanders.
From 1999-2005, Arif was in private practice as a successful Chiropractor in Hamilton, Ontario, where he owned and ran a multi-disciplinary health and wellness rehabilitation centre. He continues his present community service in various different capacities including:
Although our clients come from diverse backgrounds including; wealthy individuals, entrepeneurs, professionals (as well as their estates), corporations and foundations, they share the same set of expectations of growth and preservation of capital. Our clients have grown accustomed to the same sophisticated wealth management services as those available to institutional investors. Clients know that we share their values and that we deliver unique and individualized service.
"Now that I have a family my priorities have changed--I need a Portfolio Manager who can not only understand my current needs but can advise me on how to plan for my future Needs"
- Terry
Our clients know that on a daily basis they can contact our highly qualified Portfolio Manager who is available to provide accurate, honest and fully transparent information about current investment holdings and strategy. In this way we are able to ensure that each client's portfolio changes to meet his/her present circumstances.
We specialize in creating and delivering individualized wealth management solutions for individuals, trusts and corporations with portfolios of $150,000 and above.
© Research Capital Corporation
